Search works differently in each application.
| Area | What you can find |
|---|---|
| SolaBooks global search | Pages, create actions, reports, and accounting records such as invoices, bills, customers, suppliers, items and payments. |
| SolaBooks document workspace | Records in the current list, using its search, filters and sort order. |
| SolaBooks Relationship Map | Related sales and purchase documents, by number, party, reference or amount. |
| SolaProjects command palette | Projects, pages, and project tabs. It does not search task text. Use the Tasks search for that. |
| SolaHR, SolaStock and SolaFone | Search fields on the pages that provide them. |
Steps
- Start with the search field on the page you are viewing.
- Enter a name, number, SKU, person, or other visible identifier.
- Add filters such as status, date, organization, warehouse, or assignee.
- Select a result to open it.
- If there are no results, clear filters and confirm that you are in the correct organization.
Recent records and saved views are private to your account where the application provides them. Browser links can reopen a specific record, but access is checked again when the link opens.
Related: Sidebar and navigation, SolaBooks global search, SolaProjects tasks.